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Royal Fund Management’s WD-40 WDFC Stock Holding History

Royal Fund Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15
Closed -$2K – 685
2018
Q4 		$2K Sell
15
-12
-44% -$2.03K ﹤0.01% 498
2018
Q3 		$4K Sell
27
-293
-92% -$49K ﹤0.01% 421
2018
Q2 		$46K Hold
320
– – 0.02% 202
2018
Q1 		$42K Hold
320
– – 0.02% 208
2017
Q4 		$37K Hold
320
– – 0.01% 231
2017
Q3 		$35K Hold
320
– – 0.01% 201
2017
Q2 		$35K Hold
320
– – 0.01% 180
2017
Q1 		$34K Hold
320
– – 0.02% 175
2016
Q4 		$37K Buy
+320
New +$35.1K 0.02% 161

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Royal Fund Management's WDFC Position: Q1 2019 in Review

Royal Fund Management sold out of WD-40 (WDFC) in Q1 2019, closing a stake of 15 shares — an estimated $2K sold.

Royal Fund Management first reported a position in WDFC in Q4 2016 and held it in 9 quarters. The position peaked at $46K in Q2 2018. 289 funds tracked by Wall St. Rank hold WDFC as of Q1 2019.

  • Royal Fund Management reported no remaining WD-40 position as of Q1 2019 after selling out during the quarter.
  • Royal Fund Management sold 15 WD-40 shares in Q1 2019, an estimated $2K.
  • Royal Fund Management first reported a position in WD-40 in Q4 2016 and held it in 9 quarters.
  • Royal Fund Management's WD-40 position peaked at $46K in Q2 2018.
  • 289 funds tracked by Wall St. Rank held WD-40 as of Q1 2019.

Based on Royal Fund Management's 13F filing for Q1 2019, filed 11 May 2020.